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Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Executive - Renewals

at Gallagher AU

This is a Full time job

Adelaide SA(Hybrid)
  • Join a Global Insurance Brokerage
  • Set up for long term career with continuous training, mentoring and support
  • Sales or client acquisition experience across any industry welcome
  • Join a Global Insurance Brokerage
  • Set up for long term career with continuous training, mentoring and support
  • Sales or client acquisition experience across any industry welcome
Grow a client portfolio, deliver tailored insurance solutions, and thrive in a supportive, collaborative team with strong training and career growth.
Grow a client portfolio, deliver tailored insurance solutions, and thrive in a supportive, collaborative team with strong training and career growth.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
Featured•Expiring
Featured•Expiring
Listed eleven days ago

Client Manager

at Aon Corporation

This is a Full time job

Adelaide SA(Hybrid)
Attractive salary packaging & bonus opportunit
  • Flexible, hybrid working opportunities
  • Genuine growth potential within the role
  • Take the next step in your insurance career
  • Flexible, hybrid working opportunities
  • Genuine growth potential within the role
  • Take the next step in your insurance career
Lead a client portfolio within our mid-market segment. Contribute to our national growth strategy and the coaching/mentorship of junior staff!
Lead a client portfolio within our mid-market segment. Contribute to our national growth strategy and the coaching/mentorship of junior staff!
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
11d ago
11d ago
Listed four days ago

Client Services Manager

at SA Wealth Group

This is a Full time job

Adelaide SA
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eleven days ago

Client Services Manager

at Cadence Recruitment

This is a Full time job

Adelaide SA
$70,000 – $85,000 per year
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Recruited bySimon Winston
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty three days ago

Client Account Manager

at Life Care

This is a Full time job

Unley, Adelaide SA(Hybrid)
  • Supportive, team-focused workplace with a strong culture of care and respect
  • Access up to $15,000 in tax-free salary packaging benefits
  • Flexible working arrangements that support work-life balance
  • Supportive, team-focused workplace with a strong culture of care and respect
  • Access up to $15,000 in tax-free salary packaging benefits
  • Flexible working arrangements that support work-life balance
We are seeking a highly organised and people-focused Client Account Manager to join our team.
We are seeking a highly organised and people-focused Client Account Manager to join our team.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
23d ago•Expiring
23d ago•Expiring
Listed seven days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eight days ago

Client Services Manager

at Small Animal Specialist Hospital

This is a Full time job

Kent Town, Adelaide SA
  • Full-time, permanent, leadership position
  • Manage a dedicated and professional customer facing team
  • Kent Town location
  • Full-time, permanent, leadership position
  • Manage a dedicated and professional customer facing team
  • Kent Town location
Bring your transferrable skills and experience to a fast-growing industry working for a market leader as our Client Services Manager.
Bring your transferrable skills and experience to a fast-growing industry working for a market leader as our Client Services Manager.
subClassification: Management & SupportManagement & Support
classification: Call Centre & Customer Service(Call Centre & Customer Service)
8d ago
8d ago
Listed twenty one days ago

Client Relationship Manager

at Australian Driving Institute
Immediate start

This is a Full time job

St Marys, Adelaide SA
This role involves dealing with all walks of life from the cleaner to CEO's. There is never a dull moment and we work hard to achive what others cant.
This role involves dealing with all walks of life from the cleaner to CEO's. There is never a dull moment and we work hard to achive what others cant.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
21d ago
21d ago
Listed one day ago

Client Executive

at Kennedy Reid

This is a Full time job

Adelaide SA
  • Career progression into Business Development
  • Up to $85k Package + Bonus
  • Adelaide location
  • Career progression into Business Development
  • Up to $85k Package + Bonus
  • Adelaide location
An exciting opportunity is available for a motivated and customer focused individual to join a global insurance brokerage as a Client Executive
An exciting opportunity is available for a motivated and customer focused individual to join a global insurance brokerage as a Client Executive
Recruited byLeilah Stott
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
1d ago
1d ago
Listed thirteen days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed ten days ago

Client Services Manager - SIL

at disAbility Living Inc

This is a Full time job

Stepney, Adelaide SA
$123,200-$140,000 includes Super and penalties
  • Strategic leadership development
  • Right balance between autonomy and teamwork
  • Salary packaging up to $15,900 per year.
  • Strategic leadership development
  • Right balance between autonomy and teamwork
  • Salary packaging up to $15,900 per year.
Lead within a great team and company where you can actually make a difference in a person's life!
Lead within a great team and company where you can actually make a difference in a person's life!
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
10d ago
10d ago
Listed twenty eight days ago

Financial Planner (Client Manager )

at Berritta Consulting

This is a Full time job

Adelaide SA
$120,000 – $140,000 per year
Financial Planner (Client Manager) - Growing business - Excellent team culture
Financial Planner (Client Manager) - Growing business - Excellent team culture
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed twenty three days ago

Client Executive - Renewals

at Gallagher AU

This is a Full time job

Adelaide SA(Hybrid)
  • Join a Global Insurance Brokerage
  • Set up for long term career with continuous training, mentoring and support
  • Sales or client acquisition experience across any industry welcome
  • Join a Global Insurance Brokerage
  • Set up for long term career with continuous training, mentoring and support
  • Sales or client acquisition experience across any industry welcome
Grow a client portfolio, deliver tailored insurance solutions, and thrive in a supportive, collaborative team with strong training and career growth.
Grow a client portfolio, deliver tailored insurance solutions, and thrive in a supportive, collaborative team with strong training and career growth.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
23d ago•Expiring
23d ago•Expiring
Listed eleven days ago

Client Service Specialist

at PictureWealth

This is a Full time job

North Adelaide, Adelaide SA(Hybrid)
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed sixteen days ago

Senior Accountant / Client Manager

at Wilson Rice

This is a Full time job

Adelaide SA(Hybrid)
$99,999 – $139,999 per year
  • $90 to $120k + Super
  • Very successful cbd mid tier firm
  • Work from home options
  • $90 to $120k + Super
  • Very successful cbd mid tier firm
  • Work from home options
Autonomous role, very nice working environment and excellent ongoing pay with regular increases
Autonomous role, very nice working environment and excellent ongoing pay with regular increases
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory
classification: Accounting(Accounting)
16d ago
16d ago
Listed ten days ago

2 X Client Side Project Manager

at Bluestone Recruitment

This is a Full time job

Adelaide SA
$140k - $170k
  • Ideal for those with residential and/or Social Housing/ SDA project experience
  • Trusted and establsihed builder/developer with a very strong project pipeline
  • Opportunity to move away from consulting or head contractor to the client side
  • Ideal for those with residential and/or Social Housing/ SDA project experience
  • Trusted and establsihed builder/developer with a very strong project pipeline
  • Opportunity to move away from consulting or head contractor to the client side
2 X Client Side Project Management opportunities delivering SDA & Social/Affordable townhouse projects throughout SA.
2 X Client Side Project Management opportunities delivering SDA & Social/Affordable townhouse projects throughout SA.
Recruited byJames Shiells
subClassification: Project ManagementProject Management
classification: Construction(Construction)
10d ago
10d ago
Listed ten days ago

Client Relationship Manager - Hospital & Specialist Market

at Australian Clinical Labs

This is a Full time job

Adelaide Airport, Adelaide SA
$130,000 per year
  • Join a National Leader in Pathology Services
  • Opportunities for Advancement
  • Career Growth & Development
  • Join a National Leader in Pathology Services
  • Opportunities for Advancement
  • Career Growth & Development
We’re seeking an ambitious, passionate sales representative—a self-starter who inspires teammates and serves as a trusted advisor to clients.
We’re seeking an ambitious, passionate sales representative—a self-starter who inspires teammates and serves as a trusted advisor to clients.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
10d ago
10d ago
Listed seven days ago

Team Leader Client Services

at Dementia Australia

This is a Full time job

Glenside, Adelaide SA(Hybrid)
  • Full time permanent position based in Adelaide
  • Hybrid working environment
  • Attractive salary packaging options
  • Full time permanent position based in Adelaide
  • Hybrid working environment
  • Attractive salary packaging options
Australia's national peak body for people impacted by dementia
Australia's national peak body for people impacted by dementia
subClassification: ManagementManagement
classification: Community Services & Development(Community Services & Development)
7d ago
7d ago
Listed eleven hours ago

Head of Quality Assurance and Client Experience

at Community Business Bureau
Be an early applicant

This is a Full time job

Frewville, Adelaide SA(Hybrid)
  • Strategic and hands-on leadership position in a purpose-driven organisation
  • Lead the continuous improvement of our systems, processes and service delivery
  • Salary Packaging (up to $18,550 of tax-free benefit) to maximise your earnings
  • Strategic and hands-on leadership position in a purpose-driven organisation
  • Lead the continuous improvement of our systems, processes and service delivery
  • Salary Packaging (up to $18,550 of tax-free benefit) to maximise your earnings
This leadership role will be a critical enabler of our new strategic plan, leading our approach to service quality, compliance and client experience.
This leadership role will be a critical enabler of our new strategic plan, leading our approach to service quality, compliance and client experience.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
11h ago
11h ago
Listed one day ago

Client Services Officer (No insurance experience needed)

at NTI Ltd

This is a Full time job

Adelaide SA(Hybrid)
Competitive salary + generous incentive scheme
  • Be part of a close-knit team that celebrates each other’s success
  • Lots of development opportunities at your finger tips including formal study
  • Represent a leading Australian Insurance brand
  • Be part of a close-knit team that celebrates each other’s success
  • Lots of development opportunities at your finger tips including formal study
  • Represent a leading Australian Insurance brand
If you are a naturally people focused person, this is the role for you! Manage existing client relationships and learn the ins and outs of insurance.
If you are a naturally people focused person, this is the role for you! Manage existing client relationships and learn the ins and outs of insurance.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
1d ago
1d ago
Listed twelve hours ago

Outbound Sales Relationship Manager

at Henry Schein
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
+ Bonus + Supportive team & Benefits!
  • Market Leader / Clear Mission and Values / Professional Development
  • Birthday Leave / 13 weeks paid parental leave*
  • Supportive team environment / Guaranteed bonus for first 6 months
  • Market Leader / Clear Mission and Values / Professional Development
  • Birthday Leave / 13 weeks paid parental leave*
  • Supportive team environment / Guaranteed bonus for first 6 months
Bring your passion for Outbound Telephone Sales to this rewarding role & join our collaborative and supportive team in Adelaide.
Bring your passion for Outbound Telephone Sales to this rewarding role & join our collaborative and supportive team in Adelaide.
subClassification: New Business DevelopmentNew Business Development
classification: Sales(Sales)
12h ago
12h ago
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